+113.0%
PLTU vs VICR
+232.8%
-119.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.2% | -1.2% | -3.4% |
| 7D | -17.7% | -0.4% | -17.3% | -17.9% |
| 30D | -12.5% | -15.6% | +3.1% | -9.2% |
| 3M | +39.5% | -35.4% | +74.9% | +49.4% |
| 6M | -7.0% | +1.3% | -8.3% | -27.2% |
| YTD | -38.1% | +62.5% | -100.5% | -64.5% |
| 1Y | -36.0% | +255.5% | -291.5% | -79.0% |
| All | +113.0% | +232.8% | -119.8% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VICR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling